BWA

BlueSky Wealth Advisors Portfolio holdings

AUM $742M
1-Year Est. Return 10.46%
This Quarter Est. Return
1 Year Est. Return
+10.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
+$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$923K
3
+$632K
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$477K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$472K

Top Sells

1
+$578K
2
+$347K
3
+$301K
4
PHG icon
Philips
PHG
+$257K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$238K

Sector Composition

1 Technology 1.27%
2 Communication Services 0.4%
3 Industrials 0.24%
4 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.1M 16.33%
553,767
-3,062
2
$23.8M 9.01%
2,077,698
+80,730
3
$23.2M 8.81%
1,003,083
-13,010
4
$18.1M 6.86%
727,300
+54,058
5
$14.3M 5.43%
133,608
-5
6
$12.9M 4.89%
706,948
+15,996
7
$12M 4.56%
115,138
+3,500
8
$9.74M 3.69%
179,856
+4,867
9
$9.67M 3.66%
392,959
+25,713
10
$9.28M 3.52%
349,353
+17,970
11
$8.86M 3.36%
545,060
+29,056
12
$8.32M 3.15%
404,470
-604
13
$7.07M 2.68%
264,854
+7,294
14
$6.35M 2.41%
60,037
-3,282
15
$6.1M 2.31%
163,758
+801
16
$5.87M 2.22%
20,271
-94
17
$4.56M 1.73%
54,661
-1,339
18
$4M 1.52%
36,512
+1,304
19
$3.85M 1.46%
78,181
+3,551
20
$3.13M 1.19%
39,582
+1,414
21
$2.76M 1.05%
44,566
+1,543
22
$2.45M 0.93%
8,533
-92
23
$2.4M 0.91%
61,266
+165
24
$2.21M 0.84%
118,290
+321
25
$1.77M 0.67%
31,212
+196
1
2 3